John Ivan Csongei
Financial Adviser in Dulwich, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244770
- Location
- Dulwich SA 5065
- Licensee
- Wealth Point Pty Ltd (AFSL 522099)
- Authorised since
- 3 November 2020
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Corporate Finance), University of Adelaide (1999); Diploma of Financial Planning, FPA (2003); Certified Practicing Accountant Program, CPA (2005); SuperConcepts Specialist SMSF Course, University of Adelaide (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About John Ivan Csongei
On the Financial Advisers Register kept by ASIC, John Ivan Csongei appears as a current financial adviser in Dulwich, South Australia, adviser number 000244770.
John provides advice as an authorised representative of Wealth Point Pty Ltd, which holds Australian financial services licence 522099. That authorisation dates from 3 November 2020.
According to the register, John first provided financial advice in 2001. The qualifications listed for John include Bachelor of Commerce (Corporate Finance) (University of Adelaide, 1999), Diploma of Financial Planning (FPA, 2003) and Certified Practicing Accountant Program (CPA, 2005).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is John Ivan Csongei a registered financial adviser?
Yes. John Ivan Csongei is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244770.
Which licensee does John Ivan Csongei work under?
Wealth Point Pty Ltd, Australian financial services licence 522099.
What can John Ivan Csongei give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.